Jetbuilt

Christa Moody

Clayton

Patti

How to setup your Settings. Can't find an answer? Click the chat in the bottom right.

Settings

Here is how to add additional users to your company's account

Inviting Team Members to Your Account

Here's an explanation of the different roles/permissions a user can have.

User Permission Breakdown

How to deactivate a user, or reactivate a deactivated user.

Deactivate Or Reactivate A User

Where to find projects that belonged to a Jetbuilt user that is now deactivated.

What happens to a user's projects when they're deactivated?

Two-Factor Authentication

Team Settings

How to opt in/out of the various types of email notifications

Adjusting Email Notifications

Find items in the Builder and Vendors Area using part number instead of model

Search By Part Number

How to change whether your products are favorited when added to a project by default

Automatically Favorite Items

Require projects to be approved by a manager before proposals are sent

Manager Approval

Company Setting to turn on/off the ability to push product data to the database the first time an item is used.

Turn on/off Push New Items to Database

Set which labor units open by default when editing line items

How to Set Default Labor Units

How to set up default rooms and systems that will appear in a checklist for each project you create.

Default Rooms and Systems

Setting up default shipping methods for purchasing

How to Set a Shipping Method

How to Set your Currency

How to set up default tax on equipment, shipping, and labor rates.

Default Tax Preferences

How to create and edit Labor Rates and Costs for your company

Set Default Labor Rates and Costs

Learn how to translate your labor types when using reports in different languages.

Labor Type Translations

How to edit project numbers, or change your company's default project numbering format.

Custom Project Numbers

Creating Factors

Use labor preset tool to quickly add labor to item in your projects

Labor Presets

How to set up an Equipment Pricing Program to quickly discount or markup your equipment prices.

Equipment Pricing Programs

Create customized sets of labor rates that you can apply to certain projects or clients.

Labor Pricing Programs

Creating Service Packages

Create automatic versions of your projects

Automatic Versioning

Manually define your exchange rates for your company's projects

Company-Defined Conversion Rates

Company Settings

How to create multiple office locations within your company.

Create Office Locations

How to tailor your Builder Search results to only show products for which you have connected dealer pricing

Connected Products Search

Setting up the Engineering/Scrub stage in your Company Settings

How to Turn On the Engineering/Scrub Stage

How to set your company's default purchasing and selling currencies

Setting Up Purchasing/Selling Currencies

Now, each Office in your company can have their own labor rates

Unique Office Labor Rates

This article will discuss enhanced functionality for Office locations within your Company

Office Level Pricing Programs and Factors

All about Jetbuilt's Multi-Currency Functionality

Multi-Currency

Office Settings

Create Subscription

How to Change Billing Permissions and Recipients

Manage Billing Information and Billing Email

How to update your credit card payment information

Update Credit Card

Change the Plan

Cancel Subscription

Billing Settings

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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